財富管理人才
國際私人銀行及家族信託實務工作坊
Advanced Workshop on International Private Banking and Family Trust Practices
9/23(二)-9/24 (三) 每天 09:00-17:00
 |
目標學員 |
適合具 5~8 年財富管理、投資、企業金融、海外業務、海外分行 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Global Trends and Challenges in Private Banking |
|
◆ |
Cross-Border Wealth Management Regulations and Tax Planning |
|
◆ |
Practical Planning of Family Trust Structures |
|
◆ |
Governance Framework and Succession Planning for Family Trusts |
|
講師介紹 - |
Speaker(s) from Deloitte – To Be Confirmed
客戶資產管理實務工作坊
Advanced Workshop on Practices in Client Asset Management
10/22(三)-10/23 (四) 每天 09:00-17:00
|
目標學員 |
適合具 5~8 年財富管理、投資、企業金融、法遵、風險管理 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Trends and Innovations in Asset Management |
|
◆ |
Client Segmentation and Needs Assessment |
|
◆ |
Portfolio Optimization and Risk Management |
|
◆ |
Strategies for High-Net-Worth Individuals (HNWIs) |
|
◆ |
Behavioral Finance in Client Decision-Making |
|
◆ |
Technology Integration in Asset Management |
|
◆ |
Successful Client Asset Management Strategies |
|
講師介紹 - Mr. John Donato |
Mr. John Donato is a seasoned expert in capital markets with over 30 years of experience spanning trading, broking, technology management, and financial training. Since 2012, he has served as a Capital Markets Trainer, delivering highly regarded Sales and Trading courses to new hires at leading global financial institutions including Bank of America, JP Morgan, Goldman Sachs, PIMCO, BlackRock, AIG, and others.
From 1996 to 2012, Mr. Donato held senior business analysis and technology management roles at Prebon Yamane and ICAP plc., where he was instrumental in designing trading systems and supporting market infrastructure. Notably, he designed CBB, the first interdealer computer-based broking system for U.S. Treasury securities in 1998.
財富管理人才
國際私人銀行及家族信託實務工作坊
Advanced Workshop on International Private Banking and Family Trust Practices
9/23(二)-9/24 (三) 每天 09:00-17:00
|
目標學員 |
適合具 5~8 年財富管理、投資、企業金融、海外業務、海外分行 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Global Trends and Challenges in Private Banking |
|
◆ |
Cross-Border Wealth Management Regulations and Tax Planning |
|
◆ |
Practical Planning of Family Trust Structures |
|
◆ |
Governance Framework and Succession Planning for Family Trusts |
|
講師介紹 - |
Speaker(s) from Deloitte – To Be Confirmed
客戶資產管理實務工作坊
Advanced Workshop on Practices in Client Asset Management
10/22(三)-10/23 (四) 每天 09:00-17:00
|
目標學員 |
適合具 5~8 年財富管理、投資、企業金融、法遵、風險管理 等實務經驗之銀行從業人員
|
課程大綱 |
|
◆ |
Trends and Innovations in Asset Management |
|
◆ |
Client Segmentation and Needs Assessment |
|
◆ |
Portfolio Optimization and Risk Management |
|
◆ |
Strategies for High-Net-Worth Individuals (HNWIs) |
|
◆ |
Behavioral Finance in Client Decision-Making |
|
◆ |
Technology Integration in Asset Management |
|
◆ |
Successful Client Asset Management Strategies |
|
講師介紹 - Mr. John Donato |
Mr. John Donato is a seasoned expert in capital markets with over 30 years of experience spanning trading, broking, technology management, and financial training. Since 2012, he has served as a Capital Markets Trainer, delivering highly regarded Sales and Trading courses to new hires at leading global financial institutions including Bank of America, JP Morgan, Goldman Sachs, PIMCO, BlackRock, AIG, and others.
From 1996 to 2012, Mr. Donato held senior business analysis and technology management roles at Prebon Yamane and ICAP plc., where he was instrumental in designing trading systems and supporting market infrastructure. Notably, he designed CBB, the first interdealer computer-based broking system for U.S. Treasury securities in 1998.